-37.7%
MUU vs VT
+0.4%
-38.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.4% | -4.1% | -30.3% | -1.9% |
| 7D | -53.2% | -4.2% | -49.1% | -31.0% |
| 30D | -64.1% | -5.8% | -58.3% | -37.7% |
| 3M | -54.1% | -5.2% | -48.8% | -25.1% |
| 6M | -37.7% | +0.1% | -37.8% | -21.6% |
| All | -37.7% | +0.4% | -38.1% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling